About LPL Financial
After an exhaustive search, the financial consultants of Zonka & Associates affiliated with the national independent brokerage firm LPL Financial.
LPL Financial represents a network of more than 11,000 independent financial professionals with over 4,000 locations in all 50 states. We are free to choose the products and services that best meet our clients’ needs because LPL Financial does not offer any proprietary products with any investment or insurance companies, which helps to preserve the integrity of our investment advice.
LPL Financial was founded with a pioneering vision — to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today, LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer supporting more than 11,000 financial advisors nationwide (based on total revenues as reported by Financial Planning magazine, June 1996-2008). LPL Financial is also an enabling partner to a broad range of banks and credit unions, as well as broker/dealers at leading financial services companies.
Providing Americans with investment advice has never been more important than now. LPL Financial helps financial professionals manage the complexities of running successful organizations by providing our partners with access to:
- Leading-edge tools and technology
- Independent investment research
- Dedicated service and training
- Open product architecture offering investment solutions
Zonka & Associates and LPL Financial share the common goal of helping clients achieve important life and financial goals.

LPL Financial Corporate Snapshot (as of March 31, 2009)
| Assets under management |
$246.6 billion |
| Annual revenue* |
$3.1 billion |
| Q1 2009 revenue |
$643 million |
| Client accounts |
3.5 million |
| Financial advisors supported |
approx. 16,000 |
| Advisors licensed with LPL Financial & subsidiaries |
12,294 |
| Technology, custody, & clearing service subscribers |
approx. 4,000 |
| Financial institution partners |
780 |
| Branch offices |
approx. 7,000 |
| Employees |
approx. 2,450 |
*As of December 31, 2008 |
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